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William Allan Corp’s Estee Lauder EL Stock Holding History

William Allan Corp’s Portfolio EL Stock Details EL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,167
Closed -$615K – 54
2024
Q3 		$615K Buy
6,167
+184
+3% +$17.4K 0.38% 46
2024
Q2 		$637K Buy
5,983
+343
+6% +$45K 0.43% 44
2024
Q1 		$869K Buy
5,640
+335
+6% +$47.5K 0.58% 38
2023
Q4 		$776K Sell
5,305
-240
-4% -$31.9K 0.56% 38
2023
Q3 		$802K Buy
+5,545
New +$925K 0.63% 36

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

William Allan Corp's EL Position: Q4 2024 in Review

William Allan Corp sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 6,167 shares — an estimated $615K sold.

William Allan Corp first reported a position in EL in Q3 2023 and held it in 5 quarters. The position peaked at $869K in Q1 2024. 841 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • William Allan Corp reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
  • William Allan Corp sold 6,167 Estee Lauder shares in Q4 2024, an estimated $615K.
  • William Allan Corp first reported a position in Estee Lauder in Q3 2023 and held it in 5 quarters.
  • William Allan Corp's Estee Lauder position peaked at $869K in Q1 2024.
  • 841 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on William Allan Corp's 13F filing for Q4 2024, filed 28 Jan 2025.